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Financial Analyst - Commissions


WA - Seattle

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

·        Insurance Business America’s Top Insurance Workplaces, three years in a row (2018-2020).

·        Business Insurance’s 2020 list of Best Places to Work in Insurance.

·        Forbes Best Large Employers in America (2018-2019).

Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description:  This position is responsible for ensuring the accuracy of the Sales Compensation practices across the assigned region and plays a key role for the region’s Producers.  The Financial Analyst – Commissions works closely with many departments/divisions, including Finance, Producers, Regional Management, the Corporate Accounting Center, and Regional HR/Payroll staff to ensure timely and accurate producer commission accounting. 


·        Reviews commission rates for producers in various systems to ensure accuracy; coordinates system changes where necessary.

·        Work with producers to explain production statements and true-ups, resolve commission issues.

·        Track variances across multiple periods for the purpose of receiving commissions due.

·        Contact carrier commission departments to identify and collect missing revenue.

·        Monitors to ensure that producer “draw” payments are appropriate given actual commission being generated.

·        Monitors debit balances and coordinate changes to draws as necessary.

·        Maintains files of employment agreements and compensation acknowledgements.

·        Ensures contractual language is consistent with the application of commissions.

·        Monitors and processes charge-backs for value-added services and charitable contributions (and participates in the design of a new process with new systems).

·        Manages outside brokers expenses, including coordinating payments to outside brokers as appropriate.

·        Tracks and processes new business referrals and referral compensation payments.

·        Reviews quarterly commission true-ups processed by Accounting Center for accuracy.

·        Participates in the process of designing new producer commission reports as a key contributor.

·        Identifies opportunities to make better use of corporate production systems including Sagitta/Report Writer, CRM and the Datastore.

·        Generates reports from corporate systems, including using Report Writer, CRM and the Datastore as needed.

·        Reviews and reconciles producer payables.

·        Manages minimum revenue thresholds pertaining to producer commission payments.

·        Monitors and performs entries for producer funding.

·        Other projects as needed.

Knowledge, Skills and Abilities:

·        A minimum of two years experience in accounting or finance

·        Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities

·        Ability to handle high transaction volume and interruptions

·        High level of people skills and ability to collaborate with Producers is critical, to work effectively with strong personalities.

·        Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance to others as needed to help maintain the Company’s customer service focus

·        Experience in the insurance or legal field a plus

·        Ability to act and operate independently with minimal daily direction from manager to accomplish objectives

·        Ability to work effectively during times of organizational stress, ambiguity, and change

·        Proficiency with email and Microsoft Office applications, especially Excel, pivot tables and ability to learn new systems with relative ease. 

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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